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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1501
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$779K +$67.9K +195 +10%
MSFS
1502
Main Street Financial Solutions
Pennsylvania
$779K +$152K +438 +25%
KW
1503
KWB Wealth
California
$777K +$85.6K +246 +13%
TFS
1504
TrustCore Financial Services
Tennessee
$776K -$28.2K -81 -4%
NFSG
1505
Newbridge Financial Services Group
Florida
$775K -$64.4K -185 -8%
BCM
1506
Buckhead Capital Management
Georgia
$772K +$6.96K +20 +0.9%
GWMIA
1507
Global Wealth Management Investment Advisory
Florida
$772K +$152K +436 +25%
BC
1508
Burney Company
Virginia
$771K -$147K -421 -16%
RWA
1509
Redhawk Wealth Advisors
Minnesota
$771K -$5.22K -15 -0.7%
3F
1510
360 Financial
Minnesota
$768K +$28.2K +81 +4%
VFM
1511
Vivid Financial Management
California
$766K +$8.01K +23 +1%
HWA
1512
Heritage Wealth Advisors
Virginia
$764K +$7.66K +22 +1%
ALAM
1513
Asahi Life Asset Management
Japan
$763K -$69.6K -200 -8%
RIA
1514
Realta Investment Advisors
Delaware
$762K -$161K -463 -18%
PIG
1515
Pantheon Investment Group
California
$761K +$88.8K +255 +13%
MSWMA
1516
Market Street Wealth Management Advisors
Indiana
$759K – – –
FI
1517
Financial Insights
Washington
$759K +$61.3K +176 +9%
AP
1518
Adero Partners
California
$759K +$750K +2,154 New
BA
1519
Birinyi Associates
Connecticut
$758K -$244K -700 -25%
TWM
1520
Tradition Wealth Management
Minnesota
$756K -$19.1K -55 -3%
ECM
1521
Exchange Capital Management
Michigan
$755K – – –
HI
1522
Hoey Investments
Pennsylvania
$753K -$54.3K -156 -7%
PIA
1523
Pinion Investment Advisors
Kansas
$750K +$126K +362 +21%
PJSIMP
1524
P.J. Schmidt Investment Management (PJS)
Wisconsin
$750K +$171K +492 +32%
PWMG
1525
Prestige Wealth Management Group
New Jersey
$749K -$181K -519 -20%
59 60
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62 63